Latest Silver Heights Capital Management Inc Stock Portfolio
$259Million
Equity Portfolio Value
Last Reported on: 13 Feb, 2024
About Silver Heights Capital Management Inc and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Silver Heights Capital Management Inc reported an equity portfolio of $259.6 Millions as of 31 Dec, 2023.
The top stock holdings of Silver Heights Capital Management Inc are IRDM, HEI, KMX. The fund has invested 42.1% of it's portfolio in IRIDIUM COMMUNICATIONS INC. and 23% of portfolio in HEICO CORP NEW.
The fund showed a lot of confidence in some stocks as they added substantially to IRIDIUM COMMUNICATIONS INC. (IRDM), HEICO CORP NEW (HEI) and POLARIS INC. (PII).
The top stock holdings of Silver Heights Capital Management Inc are IRDM, HEI, KMX. The fund has invested 42.1% of it's portfolio in IRIDIUM COMMUNICATIONS INC. and 23% of portfolio in HEICO CORP NEW.
The fund showed a lot of confidence in some stocks as they added substantially to IRIDIUM COMMUNICATIONS INC. (IRDM), HEICO CORP NEW (HEI) and POLARIS INC. (PII).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| IRIDIUM COMMUNICATIONS INC. | 8.79 |
| HEICO CORP NEW | 1.00 |
| POLARIS INC. | 0.75 |
| CARMAX INC | 0.63 |
| STERICYCLE INC. | 0.3 |
Additions to existing portfolio by Silver Heights Capital Management Inc
Reductions
Sold off
Current Stock Holdings of Silver Heights Capital Management Inc
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| HEI | HEICO CORP NEW | 22.96 | 418,377 | 59,593,600 | ADDED | 1.00 | |
| IRDM | IRIDIUM COMMUNICATIONS INC. | 42.12 | 2,656,230 | 109,330,000 | ADDED | 8.79 | |
| KMX | CARMAX INC | 13.66 | 461,990 | 35,453,100 | ADDED | 0.63 | |
| PII | POLARIS INC. | 8.08 | 221,338 | 20,976,200 | ADDED | 0.75 | |
| SRCL | STERICYCLE INC. | 13.18 | 690,459 | 34,219,100 | ADDED | 0.3 |